|
|
| Morningstar Overall Rating: |
 |
| Total Assets: |
35.12M |
| Category: |
Large Growth |
| Total Expense Ratio: |
1.40% |
|
| PERFORMANCE & RISK | 31-Jan-10
| YTD Return: |
-3.02% |
| 5y Avg Return: |
4.83% |
| Rank in Category (ytd): |
37 |
| % Rank in Category (ytd): |
1.97% |
| Beta (3y): |
1.19 |
| Morningstar Risk Rating: |
High |
|
| The investment seeks long-term capital appreciation. The fund focuses investments in securities of companies that the management believes are positioned from one or more of the following: advances in technology, advances in communications, globalism or innovative management. It invests at least 40% of the Fund?s assets will be invested in global securities. The fund invests in a company?s securities without regard to the issuer?s market capitalization. It is nondiversified. |
|
| Fund Profile
- IWIRX Prospectus
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